IWA
IBEX Wealth Advisors Portfolio holdings
AUM
$937M
1-Year Return
43.53%
This Quarter Return
+10.67%
1 Year Return
+43.53%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$386M
AUM Growth
-$57M
(-13%)
Cap. Flow
-$78.1M
Cap. Flow
% of AUM
-20.26%
Top 10 Holdings %
Top 10 Hldgs %
33.92%
Holding
191
New
17
Increased
42
Reduced
41
Closed
88
Top Buys
| 1 |
Comcast
CMCSA
|
$5.01M |
| 2 |
Annaly Capital Management
NLY
|
$4.5M |
| 3 |
American Electric Power
AEP
|
$3.83M |
| 4 |
Jackson Financial
JXN
|
$2.86M |
| 5 |
Truist Financial
TFC
|
$2.63M |
Top Sells
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$8.94M |
| 2 |
Devon Energy
DVN
|
$5.69M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$5.2M |
| 4 |
NextEra Energy, Inc.
NEE
|
$3.94M |
| 5 |
Chevron
CVX
|
$3.65M |
Sector Composition
| 1 | Technology | 28.22% |
| 2 | Energy | 13.18% |
| 3 | Healthcare | 11.39% |
| 4 | Financials | 11.14% |
| 5 | Real Estate | 10.43% |
